Keith Wagner Email & Phone Number
Head of Distribution @ Opal Capital
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Keith Wagner Location
- Vero Beach, FL, US
Keith Wagner Work
- 2023 -now Head of Distribution @
- 2022 -now Board Member @
- 2020 -now Owner @ CVF Capital, LLC
- 2020 -2022 Managing Director, Head of National Accounts and Institutional Sales @
- 2008 -2020 Managing Director @
- 1996 -2008 Managing Director @
- 1994 -1996 Vice President @
- 1990 -1993 Retail Stockbroker @
- 1985 -1990 Aviation Officer - Airplane and Helicopter Pilot @
Keith Wagner Education
- United States Military Academy at West Point
Bachelor of Science - BS (Engineering Management)
1981-1985 - Meadville Area Senior High School
Diploma (College Prep)
1978-1981
Keith Wagner Skills
- Asset Management
- Sales
- Institutional Investments
- Business Relationship Management
- Account Management
- Strategy
- Portfolio Management
- Retirement
- Pilot
- Relationship Building
- Coaching
- Defined Contribution
- Defined Benefit
- Inner Circle
- DCIO
- Project Management
- Aviation
- Marketing
- Customer Service
- Aircraft
- Investment Brokerage
- Business Development
- International Business
Keith Wagner Summary
- Keith Wagner, based in Vero Beach, FL, US, is currently a Head of Distribution at Opal Capital. Keith Wagner brings experience from previous roles at TMI TRUST COMPANY, CVF Capital, LLC, Capital Wealth Planning, LLC and Allianz Global Investors. Keith Wagner holds a 1981 - 1985 Bachelor of Science - BS in Engineering Management @ United States Military Academy at West Point. With a robust skill set that includes Asset Management, Sales, Institutional Investments, Business Relationship Management, Account Management and more. Keith Wagner has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Opal Capital Employees
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